+549.4%
ASX vs FGI
-66.3%
+615.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.2% | -10.2% | -4.2% |
| 7D | +22.1% | +13.5% | +8.6% | +21.7% |
| 30D | -23.8% | +17.1% | -40.9% | -24.0% |
| 3M | -7.6% | +78.0% | -85.6% | -10.3% |
| 6M | +6.9% | +46.4% | -39.5% | +4.0% |
| YTD | +127.7% | +47.7% | +80.0% | +119.3% |
| 1Y | +144.5% | +56.8% | +87.7% | +134.7% |
| 3Y | +377.8% | +12.3% | +365.5% | +353.5% |
| All | +549.4% | -66.3% | +615.8% | +543.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling